IFP Advisors’s JPMorgan Income ETF JPIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $565K | Buy |
12,192
+7,758
| +175% | +$359K | 0.02% | 780 |
|
|
2025
Q1 | $204K | Sell |
4,434
-1,321
| -23% | -$60.9K | 0.01% | 1167 |
|
|
2024
Q4 | $263K | Buy |
5,755
+519
| +10% | +$23.7K | 0.01% | 1007 |
|
|
2024
Q3 | $243K | Buy |
5,236
+426
| +9% | +$19.8K | 0.01% | 1000 |
|
|
2024
Q2 | $219K | Buy |
4,810
+1,649
| +52% | +$75K | 0.01% | 1004 |
|
|
2024
Q1 | $144K | Buy |
3,161
+798
| +34% | +$36.4K | 0.01% | 1147 |
|
|
2023
Q4 | $108K | Buy |
2,363
+1,703
| +258% | +$77.7K | 0.01% | 1210 |
|
|
2023
Q3 | $29.3K | Hold |
660
| – | – | ﹤0.01% | 1776 |
|
|
2023
Q2 | $29.8K | Buy |
+660
| New | +$29.8K | ﹤0.01% | 1835 |
|